MainStay Epoch Capital Growth Fund - Class A MECDX
MECDX
MainStay Epoch Capital Growth Fund - Class A JNVSX
Jensen Quality Value Fund J Shares MRLTX
AMG Renaissance Large Cap Growth Fund - Class N ICPAX
Integrity Mid-North American Resources Fund Class A AMIDX
Amana Developing World Fund Institutional Class AMDWX
Amana Mutual Funds Trust Developing World Fund WSBFX
Boston Trust Walden Balanced Fund DNMDX
Dunham Monthly Distribution Fund RYDVX
Royce Dividend Value Fund Service Class NESGX
Needham Small Cap Growth Fund - Retail Class
MainStay Epoch Capital Growth Fund - Class A JNVSX
Jensen Quality Value Fund J Shares MRLTX
AMG Renaissance Large Cap Growth Fund - Class N ICPAX
Integrity Mid-North American Resources Fund Class A AMIDX
Amana Developing World Fund Institutional Class AMDWX
Amana Mutual Funds Trust Developing World Fund WSBFX
Boston Trust Walden Balanced Fund DNMDX
Dunham Monthly Distribution Fund RYDVX
Royce Dividend Value Fund Service Class NESGX
Needham Small Cap Growth Fund - Retail Class
Performance
| Periode | MECDX | JNVSX | MRLTX | ICPAX | AMIDX | AMDWX | WSBFX | DNMDX | RYDVX | NESGX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 2.16 % | -9.47 % | 8.27 % | 10.24 % | 18.58 % | 18.43 % | 11.38 % | 0.55 % | -62.73 % | 26.87 % |
| YTD | 5.69 % | -11.02 % | 9.97 % | 16.86 % | 18.05 % | 17.81 % | 11.08 % | 0.94 % | -63.87 % | 13.53 % |
| 1Y | 1.89 % | -14.63 % | 5.20 % | 18.85 % | 15.89 % | 15.82 % | 8.25 % | 0.83 % | -65.05 % | 7.89 % |
| 3Y | 38.63 % | 2.53 % | 24.56 % | 31.33 % | 38.13 % | 37.95 % | 14.64 % | -6.06 % | -61.64 % | 32.54 % |
| 5Y | 14.86 % | 11.16 % | 26.16 % | 125.08 % | 26.64 % | 26.43 % | 12.35 % | -12.15 % | -63.64 % | 13.26 % |
| 10Y | 56.73 % | 41.65 % | 73.87 % | 60.18 % | 81.12 % | 81.13 % | 66.40 % | -17.10 % | -70.49 % | 296.53 % |
| From the beginning | 56.73 % | 66.30 % | 94.16 % | -30.14 % | 45.63 % | 57.56 % | 146.60 % | -21.92 % | -55.20 % | 1 128.88 % |